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Our Story

Zimmerman Wealth Management's® mission is to provide world-class  comprehensive financial planning and investment management on a fiduciary, fee-only basis. As a fiduciary advisor, we put our clients' best interests first.  If we have any potential conflicts of interest, we fully disclose them in language that makes sense.  For over 18 years, we’ve grown primarily via referrals from our clients and professionals who know how dedicated we are to our work. We work every day to make sure we live up to our clients' trust in us. And we are proud that are clients are so happy with our firm. We are proud of our recent client satisfaction survey results: about 90% of the responding clients are "Extremely Satisfied" and about 10% are "Very Satisfied."

Zimmerman Wealth Management, LLC is a fiduciary, fee-only SEC Registered Investment Advisor. As a team of CERTIFIED FINANCIAL PLANNER™ professionals we are 100% committed to helping you reach your financial goals through personalized, responsive solutions and service.

Our clients are looking for comprehensive advice, and it must be highly personalized to their needs. At ZWM each advisor works with less than 50 families. This is a small number compared to the industry average, and lets us truly focus on your needs and goals.

 Get Personalized Solutions for Your Family